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Recipe: Collecting Co-Guest Information via the Boarding Pass

Dhruv bakshi
  • Updated

Recipe: Collecting Co-Guest Information via the Boarding Pass

This guide provides instructions on how to configure your Lynx Guest Portal to collect "Additional Guest Names" via the Boarding Pass. By customizing this workflow, you ensure all guests are accounted for, meeting security and compliance requirements before arrival.

Table of Contents

  1. When to use this Guide
  2. Benefits
  3. Requirements
  4. Step-by-Step Setup
  5. Key Features
  6. Related Articles

When to use this Guide

  • When you need to verify the identity of all individuals staying at your property.
  • When local regulations or insurance policies require accurate, digital guest records.
  • When you want to gate access (like door codes) until the guest has completed their mandatory information submission.
  • When you want to customize your portal branding (white-labeling) to match your company's aesthetic.

Benefits

  • Identity Verification: Mitigate security risks by confirming the identity of all occupants.
  • Compliance: Maintain audit-ready records required by local government regulations.
  • Secure Access: Automate the release of property credentials only after mandatory guest data is received.
  • Brand Consistency: Deliver a seamless guest experience with custom colors and fonts that match your branding.

Requirements

  • Data Privacy: When taking screenshots for internal training, ensure all sensitive customer data is obfuscated to maintain privacy compliance.
  • Mandatory Signature: The Guest Information Form includes a non-removable, mandatory signature field. The system automatically captures the IP address and timestamp for these signatures to ensure legal validity.
  • Immediate Deployment: Once you click "Save," your changes are immediately live on the guest portal.

  • Prerequisites: Ensure "Enable Guest Portal White-Label" and "Toggle Guest Information Form" are turned to "On" in your settings, and verify you have an active SMS subscription if you wish to use text-based reminders. 

     

Step-by-Step Setup

Step Actions
Step 1

Navigate to Group settings, Guest Portal White-Label, and enable the Information Collection tab.

 • How to: White Label Your Guest Portal

 • How To: Configure Boarding Pass - Guest Information Form
Step 2 Now, navigate to the Canvas where you can add information on the Guest portal and select the Text tab on the left side, as shown in the screenshot below. 



Select a text element and hold it from the left-hand Toolbox and drag it onto the center Canvas. 
Step 3

Click the green pencil (Edit Icon) next to the new element. 

Now, rename the field to "Additional Guest Names" and click on "Save."
Step 4 Toggle the Required switch to "On" to ensure the field must be completed before check-in.
Step 5

Now you can update your Brand colour and font on the Guest portal by clicking on the edit icon on Manage Form Settings. 



Now you can update fonts, button text, and apply your brand colors using Hex codes.

Review the Live Mobile Preview on the right side of the screen, then click Save.

Key Features

  • Drag-and-Drop Form Builder: Easily add and reorder custom data fields.
  • Live Mobile Preview: See how your form looks and behaves on mobile devices in real-time.
  • Centralized Reporting: Monitor submissions via the "Stays" tab or by exporting "Check-In Reports."
  • Metadata Tracking: Automatic logging of IP addresses and timestamps for all digital signatures.

 

Lynx_Logo.png  Learn more in our Master Guide: Understanding the Boarding Pass

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